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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,000 | $100,203-88.0% | $85,240-85.9% | $145,897-91.8% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.2pp | 80.3%-2.5pp |
| Annual return | 15.43% | 84.28%-68.9pp | 66.75%-51.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,018 | $3,242-68.6% | $2,735-62.8% | $4,663-78.2% |
| Participant deferral / active EE | $2,128 | $5,299-59.8% | $4,527-53.0% | $6,689-68.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |